DFX Intelligence
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Team lift-out
2 advisors left M•• I•••••••• S•••••••• L•• for E•• F•••••••• A•••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alfred Manuel Sosa | Raleigh, Nc | Jun 3, 2025 | Jun 26, 2025 |
| Derek Mccord | Raleigh, Nc | Jun 6, 2025 | Jun 27, 2025 |
The rule
- Registrations ended
- Jun 3, 2025 to Jun 6, 2025
- Registered next
- Jun 26, 2025 to Jun 27, 2025
- Branch state
- NC
- Cities
- 1, most in Raleigh, Nc
- Registered there that day
- 4,591 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape